Forbes recognizes Craigen Schoen and Trey Martin as two of SC’S Best-In-State Wealth Advisors
April 26, 2023Two local Raymond James-affiliated financial advisors, Craigen Schoen, CFP®, and Trey Martin, AIF®, were recently named to the 2023 Forbes list of Best-In-State Wealth Advisors. The list, which recognizes advisors…
Read MorePosted in: upstatebizsc Category: financial-advisors, on-the-move
Putting Your Cash to Work
April 25, 2023
By Charles B. Flowers, CFA The creation of a cash management plan is the best way to optimize your cash. A successful cash management plan incorporates cash needs, time frames,…
Read MorePosted in: lowcountrybizsc, midlandsbiz, upstatebizsc, laurenscountybuzz Category: accounting, advice, banking-and-finance, financial-advisors, on-the-move
The Role of Trustee in Family Governance
April 2, 2023
By Jonathan J. Robertson, CFP® One of the most important decisions when you create an estate plan is selecting a trustee to manage your assets. You have many options when…
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Endeavor coworking community welcomes All Access members
March 8, 2023
Endeavor, the coworking and office space community in downtown Greenville’s ONE tower, announces three new All Access members: Beth Gibson, president of Planning Solutions Corp; Nick Dennison, loan officer at…
Read MorePosted in: upstatebizsc Category: business-services, entrepreneurship, financial-advisors, manufacturing, marketing-and-communications, on-the-move
Wagner Wealth Management’s Hayden Turlington named Chamber YP of the Year
March 2, 2023
The Greenville Chamber of Commerce has named Wagner Wealth Management’s Hayden Turlington its Young Professional of the Year. A born and raised Greenvillian, Turlington majored in music and was on…
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A Guide to Bunching Charitable Contributions
February 27, 2023
by Stephen E. Maggard, CFP® Giving generously to charity is often a topic near and dear to our clients’ hearts; close behind on the priority list is limiting the amount…
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Sage Capital Wealth Management named to Forbes list of Best-in-State Wealth Management Teams
February 2, 2023
Trey Martin, CRPS®, AIF®, WMS, and Kristiaan de Roos, WMS, of Sage Capital Wealth Management of Raymond James, were among the advisors named to the 2023 Forbes list of Best-in-State…
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Where Do You Want To Be Five Years From Today?
January 30, 2023
by Ann J. Beckwith, CFP® In goal setting, it’s important to step back and look at where we wish to be and how we spend our time today in the…
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Spencer Cole joins FinTrust Capital Advisors
January 4, 2023
FinTrust Capital Advisors, a wholly-owned subsidiary of United Community Bank, announced the addition of Spencer Cole as Vice President Investment Advisor. In this role, Cole will assist clients with wealth…
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Northwestern Mutual Spartanburg expands office and Nate Samuel is named the Growth and Development Director
December 22, 2022
Northwestern Mutual, a leading financial security company, has named Nate Samuel to serve as Spartanburg’s Growth and Development Director. Northwestern Mutual has been operating an office in Spartanburg since 2005…
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Trey Martin named to AdvisorHub Fastest Growing Advisors to Watch
November 1, 2022
Trey Martin, AIF®, WMS, Managing Director and Senior Vice President, Investments, with Sage Capital Wealth Management of Raymond James, was among the Raymond James-affiliated advisors named to the AdvisorHub Fastest…
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Donna Rasile recognized by Fortune Magazine as a Five-Star Wealth Manager
October 25, 2022
Fortune Magazine has recognized Donna Rasile, Senior Vice President Investment Advisor at FinTrust Capital Advisors, as a Five Star Wealth Manager and is featured in the special Women in Wealth…
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Jay Hatten of McBee Avenue Wealth Advisors named Forbes 2022 Best-In-State Top Financial Security Professional
October 11, 2022
The Greenville Northwestern Mutual office announced that Jay Hatten, CFP® of McBee Avenue Wealth Advisors, has been named one of Forbes 2022 Top Financial Security Professionals Best-In-State. The prestigious list…
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Northwestern Mutual’s Don Clardy earns Chartered Special Needs Consultant® certification
October 5, 2022
Don Clardy, a partner and private wealth advisor with Upstate Legacy Planning Group, an affiliate of Northwestern Mutual, earned the Chartered Special Needs Consultant® (ChSNC®) certification, the only credential specifically…
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Callie Bradshaw joins Greenwood Capital team as new Private Client Specialist
September 28, 2022
Greenwood Capital announced the addition of Callie Bradshaw to the client service team as a Private Client Specialist for the Downtown Greenville office, located at 201 W. McBee Ave. In…
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Kalisse L. Evert named Marketing & Events Specialist
September 21, 2022
Greenwood Capital Establishes New Position to Support Ongoing Growth Greenwood Capital has named Kalisse L. Evert in the newly established Marketing & Events Specialist position. This role will actively impact…
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Saving for the Future: 529 Plans
September 1, 2022
By Laird W. Green, CFP® Opening a 529 plan is a fantastic way to save for education from public or private colleges and graduate schools (as well as private elementary…
Read MorePosted in: lowcountrybizsc, midlandsbiz, upstatebizsc Category: advice, banking-and-finance, education, financial-advisors, on-the-move
Northwestern Mutual-Greenville selects Britton Boren as new intern
August 24, 2022
Northwestern Mutual, a leading financial services company, has selected Britton Boren to participate in the firm’s nationally recognized internship program at the Greenville office. As an intern, Boren will gain…
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The Tale of Two Savers
July 13, 2022
Albert Einstein is reputed to have said, “Compound interest is the eighth Wonder of the World. He who understands it earns it; he who doesn’t, pays for it.” What is…
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Bethany Thompson accomplishes path to U.S. citizenship
June 30, 2022
FinTrust Capital Advisors is pleased to announce that Bethany Thompson, CES™ Registered Client Service Administrator, has successfully passed all aspects of the 10-step naturalization process to become a U.S. Citizen.…
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Mark Clary of McBee Avenue Wealth Advisors named 2022 Best-In-State Wealth Advisor by Forbes
June 15, 2022
The Greenville Northwestern Mutual office is pleased to announce that Mark Clary, CFP® of McBee Avenue Wealth Advisors, has been named a 2022 Best-In-State Wealth Advisor by Forbes. The prestigious…
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Greenwood Capital expand retirement solutions, recognize W. Coxe and D. Lollis for achieving retirement credentials
June 2, 2022
Greenwood Capital announces the expansion of its group and individual retirement plan/account solutions utilizing proprietary unified managed account (“UMA”) models, enabling plan participants/clients to customize their retirement accounts for their…
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Northwestern Mutual receives fifth consecutive Top Workplaces in South Carolina accolade
May 31, 2022
Northwestern Mutual, a leading financial security company, recently received recognition as one of the Top Workplaces in South Carolina for the fifth consecutive year. With offices in Greenville, Charleston and…
Read MorePosted in: lowcountrybizsc, midlandsbiz, upstatebizsc Category: financial-advisors, on-the-move
Northwestern Mutual receives fifth consecutive Top Workplaces in South Carolina accolade
May 31, 2022
Northwestern Mutual, a leading financial security company, recently received recognition as one of the Top Workplaces in South Carolina for the fifth consecutive year. With offices in Greenville, Charleston and…
Read MorePosted in: upstatebizsc Category: financial-advisors, on-the-move
Dr. McAlhany retires celebrating 30+ year career with Greenwood Capital
May 24, 2022
Greenwood Capital was honored to recognize the 34-year career of Dr. John W. McAlhany (pictured right) during his May 19, 2022 retirement celebration at the Greenwood Arts Center at the…
Read MorePosted in: upstatebizsc Category: financial-advisors, on-the-move
Local Northwestern Mutual Financial Advisor awarded $15,000 grant to benefit Greenville County Foster Parent Association
May 11, 2022
Each year, Northwestern Mutual, a leading financial services company, recognizes the leadership of its financial advisors who are making a difference in their own communities through exemplary volunteerism. As part…
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Utilizing the 0% Tax Rate on Long-Term Capital Gains
May 1, 2022
By Carolyn Stewart Even if the holidays have passed, it’s never too early or too late to start thinking about what gifts you can give to your loved ones. While…
Read MorePosted in: lowcountrybizsc, midlandsbiz, upstatebizsc, laurenscountybuzz Category: accounting, advice, banking-and-finance, financial-advisors, on-the-move
Schoen and Martin named to Forbes’ list of Best-In-State Wealth Advisors
April 18, 2022
Craigen Schoen, CFP®, and Trey Martin, CRPS®, AIF®, WMS, were among the Raymond James-affiliated advisors named to the Forbes list of Best-In-State Wealth Advisors. The list, which recognizes advisors from…
Read MorePosted in: upstatebizsc Category: banking-and-finance, financial-advisors, on-the-move
Charitable Gifting with Appreciated Securities
March 31, 2022
By Anne Marie E. Ashworth, CFP® A charitable gift can be in the form of time, money, or in-kind donation. Whichever the case, the goal is to have the most…
Read MorePosted in: lowcountrybizsc, midlandsbiz, upstatebizsc Category: accounting, advice, banking-and-finance, financial-advisors, on-the-move, philanthropy
Does Medicare cover Home Health Care? The answer is “it depends.”
February 28, 2022
By Molly Thomas, FPQP® The answer to this question is truly “it depends.” Medicare draws a line in the important distinction between medically necessary home health care and personal care…
Read MorePosted in: lowcountrybizsc, midlandsbiz, upstatebizsc, laurenscountybuzz Category: advice, banking-and-finance, financial-advisors, health-care, insurance, on-the-move
Raymond James welcomes Gray Ellenberg to downtown Greenville and new Greenwood branch
February 1, 2022
Gray Ellenberg, CFP®, recently joined Raymond James & Associates (RJA) to open the firm’s first office in Greenwood. Ellenberg will also serve clients from RJA’s downtown Greenville office. “I am…
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Fighting for the Truth: Investor Misinformation
January 29, 2022
By Stephen J. Scott, CFP® Within the past decade, the term “fake news” has entered into our lexicon. While most people associate the term with politics, the idea of misleading…
Read MorePosted in: lowcountrybizsc, midlandsbiz, upstatebizsc, laurenscountybuzz Category: accounting, banking-and-finance, financial-advisors, on-the-move
Raymond James & Associates
November 8, 2021
When it comes to planning for financial goals, there’s nothing like knowing you have the support of a firm with powerful resources and international reach – except knowing you’re getting…
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Raymond James welcomes the Clauss & Ellison Group to the downtown Greenville branch
November 4, 2021Ben Clauss, CFA®, and Doug Ellison, CFP®, recently joined Raymond James & Associates (RJA) to form the Clauss & Ellison Group of Raymond James. Also joining them are Financial Advisor…
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Choosing a Guardian for Your Minor Child
October 29, 2021
By Laird W. Green, CFP® While no one wants to think about the possibility of not being there to raise a child, naming a guardian for your child is of…
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John Beale promoted to Greenwood Capital Compliance Manager
October 26, 2021
Greenwood Capital, an SC-based $1.5 billion asset manager, is pleased to announce the promotion of John E. Beale, Jr. to the firm Compliance Manager. In this role, Beale administers Greenwood…
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Discussing a prenuptial agreement with your adult children
September 30, 2021
By Edward W. Kramer, CFP®, EA Should you require your children to have a prenuptial agreement? This question can be very important if you have a family business, financial wealth,…
Read MorePosted in: lowcountrybizsc, midlandsbiz, upstatebizsc, laurenscountybuzz Category: advice, banking-and-finance, financial-advisors, on-the-move
Greenwood Capital launches qualified group retirement benefits offerings
September 14, 2021
Greenwood Capital is pleased to launch qualified group retirement solutions such as 401(k), 403(b), profit sharing plans, cash balance plans, and other retirement offerings to local businesses and business owners.…
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Aligning Your Values with Your Investments
August 30, 2021
by Bailey O. Davis There are so many ways to help people, organizations, and causes that are special to you. You may donate your time by volunteering in your community.…
Read MorePosted in: lowcountrybizsc, midlandsbiz, upstatebizsc, laurenscountybuzz Category: banking-and-finance, environmental, financial-advisors, on-the-move
FPA of South Carolina collaborating with North Carolina chapters to host annual symposium
August 19, 2021
In an effort to bring high-quality educational content to more financial planners, the Financial Planning Association (FPA) of South Carolina announced today they plan to collaborate with the Financial Planning…
Read MorePosted in: lowcountrybizsc, midlandsbiz, upstatebizsc Category: accounting, banking-and-finance, education, entrepreneurship, financial-advisors, insurance, on-the-move, philanthropy
Thirteen college students join Northwestern Mutual’s nationally recognized internship program
August 17, 2021
Northwestern Mutual, a leading financial security company, has selected 13 college students to gain valuable financial planning experience in the firm’s nationally recognized internship program in its Greenville, Spartanburg and…
Read MorePosted in: upstatebizsc Category: financial-advisors, on-the-move
Northwestern Mutual receives Top Workplaces award in South Carolina
August 11, 2021
Northwestern Mutual, a leading financial security company, recently received recognition as one of the Top Workplaces in South Carolina for the fourth consecutive year. Northwestern Mutual’s South Carolina offices were…
Read MorePosted in: lowcountrybizsc, midlandsbiz, upstatebizsc Category: financial-advisors, on-the-move
How Hard is Your Cash Working?
July 27, 2021
Managing cash in a low interest rate environment by Stephen E. Maggard With current treasury yields hovering slightly above zero, individuals are experiencing angst over the lack of returns from…
Read MorePosted in: lowcountrybizsc, midlandsbiz, upstatebizsc, laurenscountybuzz Category: advice, banking-and-finance, financial-advisors, on-the-move
Cassidy Murphy joins FinTrust Capital Advisors
June 22, 2021
FinTrust Capital Advisors announced that Cassidy Murphy has joined the FinTrust team as a Financial Planner. She will be responsible for collecting and analyzing client data, and the development of…
Read MorePosted in: upstatebizsc Category: financial-advisors, on-the-move
Protecting Your Children’s Credit
June 16, 2021
By Brittany M. Midgette As you sort through your mail, you may notice that some mail has arrived that is addressed to your child. For example, your ten-year-old child may…
Read MorePosted in: lowcountrybizsc, midlandsbiz, upstatebizsc, laurenscountybuzz Category: advice, banking-and-finance, financial-advisors, on-the-move
Understanding Your Portfolio and Fees
May 29, 2021
By Charles B. Flowers, CFA At the end of every month, quarter, and year, the investment world tallies returns and produces reports. Frequently the results are delivered in chart-filled reports…
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FPA of South Carolina to offer scholarships to South Carolina-based high school students for the summer 2021 Financial Planning Academy
May 6, 2021
In an effort to introduce high school students to the financial planning profession, the Financial Planning Association (FPA) of South Carolina announced today they plan to offer a limited number…
Read MorePosted in: lowcountrybizsc, midlandsbiz, upstatebizsc, laurenscountybuzz Category: banking-and-finance, education, financial-advisors, non-profit, on-the-move
Order of Contributions
April 30, 2021
By Corinne Hanna, CFP® Whether you are an employee deciding about your annual benefits at election time or an employer deciding which benefits to offer, make your workplace benefits work…
Read MorePosted in: lowcountrybizsc, midlandsbiz, upstatebizsc, laurenscountybuzz Category: accounting, advice, banking-and-finance, financial-advisors, on-the-move
How to Think About Insuring that Second Home
March 30, 2021
By Molly A. Thomas, FPQP™ Many people dream of a second home—a place to go for some rest and relaxation, a place to call your own, a place for family…
Read MorePosted in: lowcountrybizsc, midlandsbiz, upstatebizsc, laurenscountybuzz Category: advice, banking-and-finance, financial-advisors, insurance, on-the-move, residential-real-estate
SPACs – Special Purpose Acquisition Companies
February 24, 2021
By William R. Jeter, CFA, CFP® SPACs are currently all of the rage in financial media. Why? As with any investment being heavily promoted, you can almost always understand by…
Read MorePosted in: lowcountrybizsc, midlandsbiz, upstatebizsc, laurenscountybuzz Category: banking-and-finance, financial-advisors, on-the-move
